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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,346 | $131,914-82.3% | $131,914-82.3% | $287,034-91.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 53.8%+46.2pp | 55.9%+44.1pp |
| Annual return | 17.91% | 8.52%+9.4pp | 9.67%+8.2pp | 24.44%-6.5pp |
| Employer contribution / active EE | $7,500 | $35,790-79.0% | $33,327-77.5% | $41,344-81.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $54-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $497-100.0% | $497-100.0% | $22,013-100.0% |